WHAT WE DO

Asset controlling, financial accounting, reporting, or convenience and secretarial duties – we guide our clients individually and holistically. For some, we are the central point of contact for (virtually) everything they need. We keep an eye on economic, legal, and political changes and assume responsibility for coordinating and selecting external specialists such as asset managers, banks, lawyers, tax advisers, and auditors. For others, we are consultants for specific subjects.

Structuring of Total Assets

Transparency and clarity

We ensure the long-term preservation of your assets while preserving purchasing power after taxes, expenses, and inflation. Our work includes the identification of long-term trends as an opportunity and challenge for your assets, as well as the observation of the global influences that can have a positive or negative impact on your assets. We develop recommendations and strategies to help our clients take advantage of opportunities and avoid risks. The planning and management of liquidity as well as the identification of specific investment opportunities is also part of our duty.

Liquid Assets (Marketable Securities)

Enabling decisions and checking facts

We will gladly assume responsibility for the selection and monitoring of appropriate (custodian) banks in Germany and abroad, as well as the ongoing analysis of asset managers (national/international). The implementation of beauty contests is one of our areas of responsibility as are the definition and ongoing adjustment of investment guidelines. Of course, we can also offer the controlling of asset management (including investment guidelines/cost), peer group comparison of asset managers to market-based results, and the coordination of account opening and closure.

Real Estate

Overview and coordination

Our tasks include the coordination and supervision of property managers. We optimize the property portfolio of our clients in cooperation with real estate professionals and undertake the organization of real estate transactions both in Germany and abroad. Our remit also includes the coordination of contract reviews by specialist service providers and due diligence in purchasing and sales.

Private Equity

Control and analysis

We take the burden off of our clients by assuming full control of direct and indirect non-listed equity investments. Analysis and testing is performed by us as well as specialist network partners. We are also responsible for the target-actual comparison of performance/cost/risks and participate in client and shareholder meetings at the request of our clients.

Reporting

Completeness and accuracy

Our scope of services also includes reporting: We look at the assets in a holistic manner and adjust reports to suit the individual needs of our clients at (scope, timing, addressees). We create tax reports and look after tax planning, we assume responsibility for financial accounting with special analyses (e.g. DATEV), and we take care of the preparation, review, and monitoring of investment committee meetings. Moreover, we assume various administrative tasks (including foreign withholding taxes).

Succession Planning

Security and shaping the future

We also support our clients in succession planning. This includes the transfer of assets and asset responsibility to future generations. Another important aspect is the development of contingency plans in case decision-makers are absent. We are happy to assume the role of day-to-day representative and central contact partner in exceptional familial situations.

Training/Human Capital

Networks and personal development

We are happy to put our contacts, our expertise, and our experience at the disposal of our clients. We assist in training, college and high school selection, and activate the Agusta network for school internships or professional development.

Convenience/Secretarial Aspects

Convenience: workload easing and time savings

We are happy to take a load off for our clients by taking over the organization of travel (including flights, hotels, restaurants, cultural aspects, frequent flyer programs), optimizing insurance, and assisting in the organization and selection of employees in the domestic sector (including employment contracts and household books). We coordinate service providers for owner-occupied housing and private holiday rental properties in Germany and abroad, support purchasing decisions (including in art and classic cars), and perform general administrative and archiving tasks.

Our services are based on the needs of our clients.

Our aim has always been to sustainably implement the goals of our clients – be they wealth preservation, controlling, or simply time savings.

Asset controlling, financial accounting, reporting, or convenience and secretarial duties – we guide our clients individually and holistically. For some, we are the central point of contact for (virtually) everything they need. We keep an eye on economic, legal, and political changes and assume responsibility for coordinating and selecting external specialists such as asset managers, banks, lawyers, tax advisers, and auditors. For others, we are consultants for specific subjects.

Structuring of Total Assets

Transparency and clarity

We ensure the long-term preservation of your assets while preserving purchasing power after taxes, expenses, and inflation. Our work includes the identification of long-term trends as an opportunity and challenge for your assets, as well as the observation of the global influences that can have a positive or negative impact on your assets. We develop recommendations and strategies to help our clients take advantage of opportunities and avoid risks. The planning and management of liquidity as well as the identification of specific investment opportunities is also part of our duty.

Liquid Assets (Marketable Securities)

Enabling decisions and checking facts

We will gladly assume responsibility for the selection and monitoring of appropriate (custodian) banks in Germany and abroad, as well as the ongoing analysis of asset managers (national/international). The implementation of beauty contests is one of our areas of responsibility as are the definition and ongoing adjustment of investment guidelines. Of course, we can also offer the controlling of asset management (including investment guidelines/cost), peer group comparison of asset managers to market-based results, and the coordination of account opening and closure.

Real Estate

Overview and coordination

Our tasks include the coordination and supervision of property managers. We optimize the property portfolio of our clients in cooperation with real estate professionals and undertake the organization of real estate transactions both in Germany and abroad. Our remit also includes the coordination of contract reviews by specialist service providers and due diligence in purchasing and sales.

Private Equity

Control and analysis

We take the burden off of our clients by assuming full control of direct and indirect non-listed equity investments. Analysis and testing is performed by us as well as specialist network partners. We are also responsible for the target-actual comparison of performance/cost/risks and participate in client and shareholder meetings at the request of our clients.

Reporting

Completeness and accuracy

Our scope of services also includes reporting: We look at the assets in a holistic manner and adjust reports to suit the individual needs of our clients at (scope, timing, addressees). We create tax reports and look after tax planning, we assume responsibility for financial accounting with special analyses (e.g. DATEV), and we take care of the preparation, review, and monitoring of investment committee meetings. Moreover, we assume various administrative tasks (including foreign withholding taxes).

Succession Planning

Security and shaping the future

We also support our clients in succession planning. This includes the transfer of assets and asset responsibility to future generations. Another important aspect is the development of contingency plans in case decision-makers are absent. We are happy to assume the role of day-to-day representative and central contact partner in exceptional familial situations.

Training/Human Capital

Networks and personal development

We are happy to put our contacts, our expertise, and our experience at the disposal of our clients. We assist in training, college and high school selection, and activate the Agusta network for school internships or professional development.

Convenience/Secretarial Aspects

Convenience: workload easing and time savings

We are happy to take a load off for our clients by taking over the organization of travel (including flights, hotels, restaurants, cultural aspects, frequent flyer programs), optimizing insurance, and assisting in the organization and selection of employees in the domestic sector (including employment contracts and household books). We coordinate service providers for owner-occupied housing and private holiday rental properties in Germany and abroad, support purchasing decisions (including in art and classic cars), and perform general administrative and archiving tasks.

Our services are based on the needs of our clients.

Our aim has always been to sustainably implement the goals of our clients – be they wealth preservation, controlling, or simply time savings.